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Research Administrators' Toolkit
The RA Toolkit is a collection of quick links resources to help navigate the university and support the complex business work of U-M research administrators. These pages are available throughout the website, organized by lifecycle. This page highlights some of the key resources under different headings.
Managing the business aspects of research takes a team of experts. The process of finding funding, developing effective proposals, gathering approvals, managing an awarded project, and closing it out in a manner that meets the financial and compliance requirements of both the sponsor and the university, requires keen business acumen and expertise.
Research administrators help ensure business processes and compliance requirements are met, allowing faculty researchers to focus on the science and research.
Subject Listing
Data and Reporting Resources
Expenses and Budgeting
- Cost Reimbursement Office
- Currency Converter Site
- Current U-M Mileage Reimbursement Rate
- Class Codes for Sponsored Awards (ORSP)
- Class Rollups by Direct and Indirect Cost Categories (Finance)
- Indirect Cost Recovery Excluded Expenditures (ICRX)
- Finance Budget Reallocation Process (formerly 7471 Form)
- Government Domestic Travel Per Diem Site
- Government Foreign Travel Per Diem Site
- Paying Research Subjects: Human Subject Incentives Program (HSIP)
- People Pay (also accessible under Wolverine Access)
Forms & Templates & Policies
- Uniform Guidance Audit Reports on Federal Awards
- Non-UM Affiliate Financial Interests Disclosure Form
- Request for Sponsored Sub Project/Grant(s)
- Sponsored Programs Forms Page
- Sponsored Programs Job Aid - Review of Uniform Guidance Reports
- Sponsored Programs Job Aid - Uniform Guidance Monitored Budgets
- U-M Human Resources Records and Information Services Forms
- M-Inform Disclosure System
- Office of Contract Administration
- Innovation Partnerships Material Transfer Agreements (MTAs) and other Forms
- ORSP Deadline Policy - PAF and Proposal Checklist
- Best Practices for Communication For U-M Research Project Teams, Central Offices, with an eRPM Communication Matrix.
- Award Change Request (ACR) (was PACR)
Find People / Lookup Information
- Find a Research Administrator by Department Name or ID (the "Blue Pages")
- Find an ORSP Project Representative
- Find a Sponsored Programs Finance Customer Representative Coordinator
- Find a U-M Expert - Experts Database (experts.umich.edu)
- Find Faculty/Staff in NIH/eRA Commons
- PEERRS Certification Look Ups
- Who Does What in Sponsored Research? - Roles and Responsibilities Defines the roles and responsibilities of the PI, Unit Administrator, ORSP, or Finance-Sponsored Programs.
Professional Development & Training
- External Research Administrator Professional Organizations and Opportunities
- eRPM Job Aids
- ITS Documentation - Award Management How Tos and Reference Materials
- Navigate Training and Workshops
- PEERRS Training
- Research Administrators' Network RAN meetings.
Rates & Frequently Required Institutional Information
Other U-M Research-Related Newsletters
Travel
Travel and Business Hosting Expense Policy (U-M SPG 507.10-1)
Compliance & Policies
- Securing Your Mobile Devices
- U-M Ethics, Integrity & Compliance
- U-M Human Research Protection Program (HRPP)
- U-M Research Ethics & Compliance
- PEERRS Website Program for the Education and Evaluation in Responsible Conduct of Research (PEERRS) offers online compliance courses for human subjects protection, export controls, responsible conduct of research, and more. If you are a U-M investigator on a sponsored research grant or contract, an IRB protocol, or a Technology Control Plan (TCP) you are required to complete the applicable PEERRS course(s).
- U-M Standard Practice Guide
- University of Michigan Statement on Stewardship
- Use of Personal Accounts and Data Security
- Institutional Review Boards (IRBs)
- Intergovernmental Personnel Agreements (IPAs) (U-M SPG 201.30.5)
- IPA Process for U-M and Veterans Affairs (Med School Site)
Lifecycle Resources
- Find Funding
- MLibrary Research Funding & Grants Guide
- Foundation Relations Grantwriters' Toolkit (requires Kerberos login)
- Research Development (OVPR)
- Develop Proposal
- Proposal Preparation and Submission
- Manage Project
Additional Resources
References and Resources
Questions?
If you have a link or resource you'd like to recommend for inclusion in the RA Toolkit, please contact Constance Colthorp (const@umich.edu). Thanks!